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Senior Investment Strategist

2 weeks ago

Islamabad, Islamabad, Pakistan beBee Careers Full time

Job Summary:

This role involves creating tailored investment presentations for high net worth clients, developing comprehensive investment advisory proposals, and coordinating documentation.

  • Create engaging investment presentations to communicate complex financial information to clients.
  • Develop detailed investment plans that align with company standards and ensure exceptional results for each client managed.
  • Coordinate and prepare necessary documents for advisory clients in compliance with Investment Policy Statement (IPS) and Portfolio Management Agreement (PMA) guidelines.
  • Promote timely delivery of proposals and agreements to clients while facilitating the creation of final legal agreements.
  • Oversight of portfolio management includes fixed income and equities, ensuring alignment with client goals and risk tolerance.
  • Prepare meeting minutes and manage document coordination with the legal and operations departments.